See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $48,425 |
EVERHART ADVISORS7 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $33,060 |
WILSON, SHANNON & SNOW, INC.9 years Service code 10 · EIN 31-0829879 | Accounting | $10,293 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,867 | $82,917-38.7% | $103,333-50.8% | $77,643-34.5% |
| Participation rate | 96.6% | 71.6%+25.0pp | 74.5%+22.1pp | 70.6%+26.0pp |
| Annual return | 17.12% | 19.13%-2.0pp | 24.88%-7.8pp | 31.24%-14.1pp |
| Employer contribution / active EE | $5,424 | $3,552+52.7% | $3,868+40.2% | $2,726+99.0% |
| Participant deferral / active EE | $5,190 | $4,108+26.3% | $5,057+2.6% | $4,647+11.7% |
| Admin fee / account holder | $279 | $638-56.3% | $8,355-96.7% | $430-35.2% |